Newfound Research’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $59K | Buy |
+294
| New | +$59K | 0.14% | 104 |
|
|
2021
Q4 | – | Sell |
-343
| Closed | -$71K | – | 130 |
|
|
2021
Q3 | $71K | Buy |
343
+10
| +3% | +$2.07K | 0.12% | 99 |
|
|
2021
Q2 | $73K | Buy |
333
+5
| +2% | +$1.1K | 0.14% | 89 |
|
|
2021
Q1 | $69K | Sell |
328
-314
| -49% | -$66.1K | 0.16% | 75 |
|
|
2020
Q4 | $128K | Buy |
642
+470
| +273% | +$93.7K | 0.33% | 35 |
|
|
2020
Q3 | $31K | Buy |
+172
| New | +$31K | 0.09% | 78 |
|